Browsing Tag
Fiduciary
615 posts
Being a fiduciary means acting on behalf of another person or entity and having a legal and ethical obligation to put their interests above your own. Essentially, a fiduciary is entrusted with the responsibility to make decisions and manage assets in a way that benefits their client, not themselves. This relationship is built on trust and confidence, requiring the fiduciary to act with utmost good faith, care, and loyalty.
Why Missing 401(k) Participants Are So Misunderstood
When the problem of missing participants is reduced, everyone stands to benefit
Out of Sequence: Why TDF Risk Near Retirement is a Bad Bet
'Sequence-of-returns cuts both ways'
New Anti-ESG Bill ‘Protects Retirement Savings from Woke CEOs’
The ESG backlash continued Monday with Senator Steve Daines, R-Mont., introducing a bill to protect retirement savers from…
Empower Retirement Plan Sales Strong, Despite ‘Macroeconomic Factors’
The Colorado-based company hit $62 billion in the first half of the year.
(Yawn) Plan Better, Sleep Better: The Benefits of Financial Discipline
The youngest U.S. adults believe that small daily purchases—even a cup of coffee—will impact their long-term financial security
Vanguard to Pay ‘Restitution’ Over Target-Date Tax Liabilities
In addition, Vanguard will make a one-time payment to Massachusetts
Josh Itzoe’s TAPO Redux: We Have No Idea When He Actually Sleeps
We often kid Josh Itzoe about his tendency to talk (and talk some more). While it’s good-natured, it…
Recordkeeper Revolutionary Faith Teope on Combating Financial Abuse
Faith Teope is a multimedia journalist, advocate, and retirement industry expert with a passion for helping others. Her fascinating story includes going from executive assistant to CEO of Texas-based TPA and recordkeeper Leverage Retirement.
How Consistent 401(k) Participation Pays—Big: Study
'The compounding growth and upward trends we observed shows the benefit of staying the course in 401k plans'
Rollover Ripoff: IRA Investors Pay ‘Significantly’ More Than 401(k) Participants
The actual numbers are eye-popping